MWM
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Midwest Wealth Management’s Healthcare Realty HR Stock Holding History

Midwest Wealth Management’s Portfolio HR Stock Details HR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$1.27M Buy
40,658
+2,814
+7% +$88.6K 0.77% 71
2021
Q4 		$1.26M Buy
37,844
+2,471
+7% +$82.5K 0.79% 68
2021
Q3 		$1.05M Buy
35,373
+1,851
+6% +$54K 0.72% 74
2021
Q2 		$895K Buy
33,522
+4,645
+16% +$131K 0.64% 74
2021
Q1 		$796K Buy
28,877
+5,716
+25% +$160K 0.65% 71
2020
Q4 		$638K Buy
+23,161
New +$611K 0.58% 72

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Midwest Wealth Management's HR Position: Q1 2022 in Review

Midwest Wealth Management increased its Healthcare Realty (HR) stake by 7.4% in Q1 2022, buying an estimated $88.6K and bringing the position to 40,658 shares worth $1.27M. The position accounts for 0.77% of the portfolio, ranked #71.

Midwest Wealth Management first reported a position in HR in Q4 2020 and has held it in 6 quarters since. 392 funds tracked by Wall St. Rank hold HR as of Q1 2022.

  • Midwest Wealth Management held 40,658 shares of Healthcare Realty worth $1.27M as of Q1 2022.
  • Midwest Wealth Management bought 2,814 Healthcare Realty shares in Q1 2022, an estimated $88.6K.
  • Healthcare Realty made up 0.77% of Midwest Wealth Management's portfolio in Q1 2022, its #71 holding.
  • Midwest Wealth Management first reported a position in Healthcare Realty in Q4 2020 and has held it in 6 quarters since.
  • 392 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2022.

Based on Midwest Wealth Management's 13F filing for Q1 2022, filed 25 May 2022.